Biographies

Coral Gables Trust Company (CGTC) offers an experienced team that can assist with your wealth management, asset management, asset servicing, estate settlement, guardianship services, specialized trust services and wealth planning. 

Search by:
Your search for people with last name starting with "letter" returned 0 results.

Contact-image

Adam J. Peck, CFA

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Al Cardenas

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Allan J. Pekor

Vice Chairman

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: info@cgtrust.com

Contact-image

Carlos Palomares

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Casey Byrnes, J.D.

Asst. VP, Assoc. Fiduciary Counsel, Relationship Manager

Coral Gables

Tel: (786) 497-1215

Fax: (786) 955-2198

Email: cbyrnes@cgtrust.com

Contact-image

Cindi Perantoni

Kreps DeMaria

Sr. Vice President

Tel: (305) 663-3543

Email: cperantoni@krepspr.com

Contact-image

Dean C. Klevan

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Denise Nuñez Casale

VP, Sr. Wealth Advisor

Fort Lauderdale

Tel: (786) 749-7065

Fax: (786) 209-0535

Email: dcasale@cgtrust.com

Contact-image

Diana Batchelor

VP, Relationship Manager & Client Advisor

Fort Lauderdale

Tel: (786) 693-6060

Fax: (954) 707-6897

Email: dbatchelor@cgtrust.com

Contact-image

Dominique Alexander, CPA

VP, Controller, HR Manager

Coral Gables

Tel: (786) 693-6060

Fax: (786) 955-2205

Email: dalexander@cgtrust.com

Contact-image

Donald A. Kress

Director and Chairman, Trust Administrative Committee

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: dkress@cgtrust.com

Contact-image

Edward R. Blumberg

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Eileen Santana, CFP®

Sr. VP, Sr. Relationship Manager

Coral Gables

Tel: (786) 497-1213

Fax: (786) 955-2195

Email: esantana@cgtrust.com

Contact-image

Gerardo Rodriguez

VP, Investment Officer

Coral Gables

Tel: (786) 292-0310

Fax: (786) 209-0199

Email: grodriguez@cgtrust.com

Contact-image

Isabela Sanchez, CFP®

Asst. VP, Trust Officer

Coral Gables

Tel: (786) 693-6059

Fax: (786) 231-5404

Email: isanchez@cgtrust.com

Contact-image

Ivan Shegota, CTFA

Sr. VP, Relationship Manager & Client Advisor

Coral Gables

Tel: (561) 820-4844

Fax: (561) 300-8592

Email: ishegota@cgtrust.com

Contact-image

James W. Davidson

Chairman and CEO

Coral Gables

Tel: (786) 497-1212 ext 124

Fax: (786) 497-1217

Email: jdavidson@cgtrust.com

Contact-image

Janet Risi Field

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

John Harris

Managing Director, Chief Wealth Advisor

Coral Gables

Tel: (305) 443-2544

Fax: (786) 955-2193

Email: jharris@cgtrust.com

Contact-image

Larry Riley, CFA

Director and Chairman, Trust Investment Committee

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: lriley@cgtrust.com

Contact-image

Linda M. Haskins, CPA

Managing Director, Chief Financial Officer

Coral Gables

Tel: (786) 477-6380

Fax: (786) 955-2197

Email: lhaskins@cgtrust.com

Contact-image

Liz Arza

Assoc. Relationship Manager

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: Larza@cgtrust.com

Contact-image

Maria Del Carmen Cordova

Asst. Relationship Manager

Coral Gables

Tel: (786) 671-2846

Fax: (786) 618-3345

Email: mcordova@cgtrust.com

Contact-image

Maria E. Otero

VP, Relationship Manager

Coral Gables

Tel: (305) 443-2564

Fax: (786) 955-2194

Email: motero@cgtrust.com

Contact-image

Marlin Castellon

Client Service

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: mcastellon@cgtrust.com

Contact-image

Mason Williams

Managing Director, Chief Investment Officer

Coral Gables

Tel: (786) 497-1214

Fax: (786) 955-2196

Email: mwilliams@cgtrust.com

Contact-image

Megan Kifer, MPA, J.D., LL.M.

Assoc. Relationship Manager and Assoc. Fiduciary Counsel

Fort Lauderdale

Tel: (954) 707-6894

Fax: (954) 400-5492

Email: mkifer@cgtrust.com

Contact-image

Michelle Viteri

Trust Officer

Coral Gables

Tel: (786) 279-2241

Fax: (786) 955-2191

Email: mviteri@cgtrust.com

Contact-image

Natalia Tarazona

Asst. VP, Relationship Manager & Client Advisor

Coral Gables

Tel: (786) 471-5725

Fax: (786) 471-5730

Email: ntarazona@cgtrust.com

Contact-image

Nelson L. Hernandez

Wealth Advisor

Coral Gables

Tel: (305) 343-6802

Fax: (786) 497-1217

Email: nhernandez@cgtrust.com

Contact-image

Peggy Sapp

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Ramona Lacy

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Richard DeNapoli, J.D., LL.M.,CFP®

Managing Director, Chief Trust Officer, Chief Fiduciary Counsel

Coral Gables

Tel: (786) 497-1216

Fax: (786) 955-2198

Email: rdenapoli@cgtrust.com

Contact-image

Stephanie Ortiz

Assoc. Relationship Manager

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: sortiz@cgtrust.com

Contact-image

Willard L. Wheeler, Jr.

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

William Meyersohn

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Williams D. Pruitt

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Yuly Lopez

Asst. Marketing Manager

Coral Gables

Tel: (786) 618-3355

Fax: (786) 618-3345

Email: ylopez@cgtrust.com

Denise Nuñez Casale
VP, Sr. Wealth Advisor

Denise Nuñez Casale has more than 28 years in the financial industry, much of it originating in the New York Tri-State area. Denise has served in a myriad of client-centric roles serving affluent, high net worth individuals, families, foundations and institutions. Her career highlights include executive wealth management leadership roles and founding an independent financial services firm, throughout South Florida for the last 23 years.

Her highly successful career includes fifteen years at Bank of America and five years at TD Bank Wealth Group as senior investment advisor and portfolio manager. Denise is actively involved with South Florida-based community and charitable organizations, including Boys & Girls Club Palm Beach, Kids in Distress, Covenant House, PACE Center for Girls, 100+ Women that Care, American Cancer Society (Cancer Survivor 2012), NADP National Association of Divorce Professionals, Human Equality Rights Campaign Member, GLLN Gay Lesbian Lawyer Network, CFP Planning Forum, Estate Planning Gift Council and the Collaborative Law Association. She is also a Seton Hall Alumni Mentor.

Denise is a CDFA-certified Divorce Financial Analyst and completed her interdisciplinary training in Collaborative Family Law Practice. She attained her certificate of financial planning from Florida Atlantic University College of Business and is a graduate of Seton Hall University. Denise also holds a series of securities and insurance licenses.